Kevin Berger, financial advisor Turlock CA

Kevin Berger

CRD Number: 2618858
Current Firm: Berger Asset Management, Inc.

Kevin Berger (CRD# 2618858) is an Investment Advisor Representative working at Berger Asset Management, Inc. in Turlock, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Colonize Media, Inc. Turlock, CA Jan 2021 - Current 3
Berger & Company, Cpas Turlock, CA Dec 2003 - Dec 2021 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
Contact Info for Kevin R. Berger
Phone Number: 209-632-9939
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $578,064
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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